Mark Heppenstall

In this insightful discussion, David Chao, a Global Market Strategist at Invesco Asia Pacific, shares his expertise on the global automobile industry and the challenges faced by Japanese carmakers like Honda and Nissan amidst competition from China. Mark Heppenstall, President and Chief Investment Officer at Penn Mutual Asset Management, analyzes the Federal Reserve's upcoming interest rate decisions and their projected impact on Asian markets. They delve into economic strategies in Asia, currency stability, and emerging investment opportunities in the region.

Podcast discusses how central bank decisions are impacting global markets with insights from various industry experts. Topics include APAC market outlook, Bank of Japan, The Fed, inflation and jobs balance, market dynamics, China's economic outlook, interest rates, corporate bonds, and oil price rally.

Paul Donovan, Chief Economist at UBS Global Wealth Management, and Mark Heppenstall, President and CIO at Penn Mutual Asset Management, dive into crucial market dynamics. They discuss the Fed's potential hold on interest rates and the implications of dissenting opinions. The ongoing U.S.-China tariff negotiations are also on the table, with a looming deadline. Donovan highlights the fragility of the global economy, while Heppenstall emphasizes trust in bond markets despite current uncertainties. It's an insightful look at where markets may head next!